Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare

Link copied to clipboard!

tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹1840 Cr ₹6177 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Dec 2023 08 Oct 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 Large MidCap Index NIFTY Large Midcap 250 TRI
Turn Over % 74%
Expense Ratio 2.04 1.96
Manager Ramesh Mantri Amar Kalkundrikar
ISIN Code INF03VN01837 INF204K01406
Exits Load WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Month 0.91% -0.26%
6 Month 16.62% 12.85%
1 Year 2.74% 0.23%
3 Year - 21.76%
5 Year - 23.32%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
6 Month 2.96% 2.9%
1 Year 15.42% 14.11%
3 Year - 19.53%
5 Year - 19.17%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Year 8.56% 17.28%
3 Year - 15.68%
5 Year - 14.86%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation - 12.96%
Sharp - 1.04%
Beta - 0.97%
Alpha - 4.87%

Fund Managers

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Name Ramesh Mantri Amar Kalkundrikar
Total AUM ₹0 Cr ₹19671 Cr
Funds Managed 10 4
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Others 15.15 7.58
Large Cap 44.15 54.87
Mid Cap 35.09 37.36
Small Cap 5.61 0.19

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Others 7.94 3.35
Communication Services 5.21 3.35
Energy 3.89 5.68
Industrials 10.71 14
Technology 8.16 11.25
Basic Materials 5.08 7.62
Financial Services 30.49 23
Healthcare 9.01 4.73
Real Estate 3.72 1.8
Consumer Cyclical 11.44 16.78
Consumer Defensive 3.63 5.37
Utilities 0.71 3.07

Top Comparisons

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns21.79%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.86%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns21.33%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns14.51%

Compare Now

Franklin India Mid Cap Fund - Growth Franklin India Mid Cap Fund - Growth

3Y Returns21.8%

VS

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns25.24%

Compare Now

Franklin India Large Cap Fund-Growth Franklin India Large Cap Fund-Growth

3Y Returns15.79%

VS

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns19.02%

Compare Now
Add to Cart Successfully